TRADING TECHNOLOGY FOR YOUR BRAND
CRM, WebTrader, and website, fully connected and configured for your operation — with one technology partner behind it all.
BOOK A DEMO* Delivery times are subject to conditions. Two business days for a full brand, and from as little as four hours for the CRM on its own, once the required assets and details have been provided. Timelines for connecting a third-party platform depend on the provider.
I. THE PLATFORM
All the essential tools, already integrated. The CRM and the WebTrader share a single client record, and updates in either are reflected in the other in real time.
Money in, money out, and every movement between a client's own accounts: recorded once, and seen from both sides — your manager in the back office, your client in their dashboard.
It all runs on our cloud: you buy no servers and maintain none.
WHERE THE WHOLE CLIENT HISTORY LIVES
Clients, teams, permissions and the whole history on one record.
Call, email or message a client straight from the list. Affiliates get their own restricted access: they send leads through an API and follow each lead's status and FTDs, without seeing your team's notes, your call history or the rest of your clients.
LIVE TRADING UNDER YOUR BRAND
A trading terminal that carries your brand, on desktop and phone.
Eight chart timeframes, fourteen drawing tools and six markets, in 29 interface languages — opened from the browser with nothing to install.
WHERE THEY FIND YOU
Your public site, with your brand, your content and your domain.
Anyone who registers there lands straight in the CRM, so nobody re-types anything.
II. HOW WE WORK
DAY 0 · PREPARATION
Send your logo specifications, domain, and team structure in a single checklist.
DAY 1 · CONFIGURATION
We set up your brand, roles and integrations, and check access before handing over.
DAY 2 · LAUNCH
We train your agents and you go live, with our support in your chat.
Your brand could be live by the end of the week.*
START YOUR 2-DAY SETUPIII. WHO IT IS FOR
A COMPLETE BRAND
You need a trading platform, a CRM, a website, and most vendors sell you only one of them.
Pentview delivers all three under one agreement. From launch day, every lead from your site is already in the CRM, and your clients trade on a WebTrader with your logo. Nothing needs connecting, because it was never separate.
One agreement instead of five. Live in 2 business days.*
THE CRM ON ITS OWN
Your team works leads by phone and message, and the record lives in spreadsheets and in people's heads.
The CRM gives them one place to work, with your own sales stages and every lead assigned to a manager. Nothing depends on someone's memory or a spreadsheet anymore.
Running in as little as four hours* — and when you add the WebTrader and your brand, your clients are already there.
YOUR CRM, YOUR PLATFORM
Your clients already trade on a platform you chose, and changing it is not on the table.
Pentview provides the CRM and connects it to the trading platform you already use — Match-Trader and other providers — as we already do with our partners. Accounts, deposits and client activity flow into one record, so your team works leads and clients without switching systems.
Keep the platform you trust. Add the CRM your team needs.
IV. WHY PENTVIEW
** Nothing below is a claim about another provider. It is a comparison with what you would otherwise have to put together yourself.
| PENTVIEW | ASSEMBLED FROM PARTS |
|---|---|
| Unlimited users and client accounts | Per-seat and per-account pricing |
| Several trading accounts per client, one wallet | A separate account, and a spreadsheet to reconcile them |
| Complete client history | A report requested from the tech team |
| Two-way client messaging from the CRM | Trading platform, CRM, gateways and website |
| Multi-manager campaigns | Managed separately |
| AI-powered comment classification | Integration projects with no clear end date |
| See clients and team online in real time | Paid add-on or custom development |
| One setup cost, agreed up front | Integration work you pay for, vendor by vendor |
V. WHAT ELSE WE OFFER
Your platform is live, and your first agent starts on Monday. Getting the platform live is one thing. Getting your team ready to work is another.
Every service below sits inside the same platform agreement, with one team accountable for all of it.
Round-the-clock monitoring. When something stops working we start looking for the cause straight away — there is no queue to wait in first.
Leads reach your CRM from four sources: your website, bulk or manual upload, an external API, and registration in the WebTrader. The first three arrive attributed to their campaign and assigned to a manager.
A campaign is where the economics live: acquisition cost, minimum deposit, account type, blocked countries and the manager who receives the leads.
Sessions and materials that teach your team to run the platform — the CRM, the WebTrader and the back office — so they are working on day one.
Hardware, phone systems and software for a new office.
THE PRODUCT
Assigning leads and counting appointments are the kind of tasks that quietly eat a manager’s week. Both happen on their own here: campaign traffic distributes across the managers you choose, and appointment activity comes back measured by status, hour and team member.
VI. WEBTRADER
Live prices on every order ticket, and positions that update as the market moves.
All their accounts, with the wallet that funds them.
Deposits, transfers and trading in one place.
Your colours, in light, dark or automatic mode.
No development needed. Your clients never see our name.
Charts from one minute to one month, in one view.
Built-in indicators and drawing tools included.
Each client works in their own language and time zone.
Every market you work in is covered, right-to-left languages included.
Six markets: forex, ETFs, crypto, stocks, indices and commodities.
See it running under your brand.
SEE IT LIVEVII. CRM
A client disputes a payment from four months ago and the manager who handled him left in March. Somebody has to reconstruct what happened. In most setups that means three systems and an afternoon.
THE MAIN SCREEN
Your offices, teams and managers mapped exactly as they are today, each with their own permissions.
Every role and sub-role laid out the way your company is actually shaped: each team sees what belongs to it.
Every trading account your clients hold, live and demo, with its balance and its group.
Create trading groups with their own conditions and offer your clients the option to transfer funds between their own accounts.
Up to 50 lead states of your own, renamed whenever your process changes.
Each lead stays linked to the campaign it came from, so you can compare the quality of your acquisition sources inside the CRM.
VIII. CONTROLS
Every change to a client, a campaign or a permission is written to an audit log covering over 100 types of action, and nobody edits it by hand.
Platform access, trading, deposits and withdrawals — four independent permissions on every client.
Set them when the client is created, from the record, or in bulk. They work independently: a client under review can keep trading with withdrawals frozen, instead of being locked out of everything while the question is resolved.
Set the permissions on a campaign and they lock.
Once the campaign exists, nobody changes the terms or the access its clients get — not even a profile with every permission granted.
IX. SECURITY
Your team handles other people's money, so the platform treats protecting it as part of the product. Everything runs on secure cloud infrastructure in the European Union, and your data is never left open to the internet. Passwords and provider credentials are stored encrypted, never shared by email or kept where others can read them. Signing in takes more than a password, and any access can be cut off instantly. Every payment is checked before it is recorded, so a dropped connection never charges a client twice.
Questions about security or integrations? Ask the team that built it.
TALK TO OUR TEAMX. TRIAL
Up to 3 days of access to the CRM and the WebTrader. Our team stays on hand while you look: if something is unclear or does not behave as you expect, you ask and we answer.
A full environment with sample funds, so your team can learn the platform before going live. The trial runs on the current production build.
Tell us what you are running today and we set it up.
XI. CONTACT
A 30-minute walkthrough of the live platform — the same environment your team would work in, not a slide deck. Ask at the end and you get trial access to keep looking on your own.
Leave your details and our team will get in touch to walk you through the platform.
One call, and then the support team that answers every partner. No sales sequence.